The Sarah Spencer Foundation

Private foundation · Grantmaker Chicago, IL EIN: 36-3444748

The Sarah Spencer Foundation is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2022. In 2022, it awarded 1 grant totaling $155K. Net investment income was $29K.

Key facts about The Sarah Spencer Foundation

In short: The Sarah Spencer Foundation gave $155K across 1 grant in 2022 (avg $155K), mostly in Illinois. Source: 2022 IRS Form 990-PF.

EIN
36-3444748
Latest 990 filing
Form 990-PF, 2022
Annual giving (2022)
$155,059
Grants made (2022)
1
Average grant
$155,059
Median grant
$155,059
Primary geography
Illinois (100% of itemized 2022 grant dollars)

Data from IRS Form 990-PF, 2022; updated September 2026.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$155K

Grant Count

1

Avg Grant Size

$155K

Under IRS private-foundation payout rules, The Sarah Spencer Foundation reported a distributable amount of $6K for 2022 — the minimum it must pay out in qualifying distributions.

How The Sarah Spencer Foundation gives

  • Giving held roughly steady from 2019 to 2022 (−13%). Method
  • In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 1 itemized 2022 grant dollars.

Cities

RichmondBrookfieldChicagoWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K6 grants20195 grants20200 grants20211 grants2022

From 2019 to 2022, annual grant giving ranged from $45K (2020) to $178K (2019). In 2022 it made 1 grant totaling $155K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2022

Chicago Zoological Society: $155KChicago Zoological Society$155K

The largest 2022 recipient was Chicago Zoological Society ($155K).

Grant Size Distribution

12 grants across all recorded years

10<$50K$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 12 (83%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Chicago Zoological Society Brookfield, ILCharitable$155,059

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019202020212022
Metric202220212020
Total Assets—$126,189$160,322
Revenue$30,693$6,088$97,504
Expenses$156,882$10,221$57,240
Qualifying Distributions$155,059——
Net Investment Income$28,870—$89,777
Distributable Amount$5,827$8,204$8,380

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2019–2022

Leadership & Key People

Officers and directors from IRS filings

The Sarah Spencer Foundation is led by George S. Trees Jr., President on every filing since 2019; none of the 3 officers listed in 2022 report compensation.

Officers on the 2022 filing

  • George S. Trees Jr.

    President

    On filings since 2019

    No compensation reported

  • Barbara Trees

    Director

    On filings since 2019

    No compensation reported

  • Sarah Trees Bliley

    Secretary & Treasurer

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Sarah Spencer Foundation

How much does The Sarah Spencer Foundation give each year?

The Sarah Spencer Foundation gave $155K across 1 grant in 2022, according to its 2022 IRS Form 990-PF.

Where does The Sarah Spencer Foundation operate?

The Sarah Spencer Foundation has awarded grants in District of Columbia, Illinois, Virginia.

How much is The Sarah Spencer Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, The Sarah Spencer Foundation reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Sarah Spencer Foundation's EIN?

The Sarah Spencer Foundation's EIN (Employer Identification Number) is 36-3444748. IRS Form 990 filing data is available on this page for 2019–2022.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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